Company / Income Tax
Principal Financial Group Income Tax History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Income Tax
$160.5M
FY2025
5-year range
$160.5M / $1.2B
FY2021-FY2025
Trend
-45.0%
vs FY2024
Sector context
#118 of 403
Financials
What the data says
At $161M, Principal Financial Group's income tax ranks #286 of 403 in the Financials sector. Income Tax has fluctuated over the past 10 years, ranging from -$72M in FY2019 to $1.2B in FY2022.
Based on SEC 10-K filings.
$161M in FY2025 with a 5-year CAGR of -7.0%.
Improved from $284M to $161M over the past 2 years.
Financials sector context is included.
Income Tax over time
Growth rates
- 3-Year CAGR
- -48.7%
- 5-Year CAGR
- -7.0%
- 10-Year CAGR
- -
Sector benchmark
#286 of 403 in FinancialsTop 71% of 403This company $160.5M Sector average $353.4M
▼
-54.6% below sector average
Key checks
Key Insights
- 5-year CAGR of -7.0%, indicating a declining trend.
- In FY2025, income tax decreased 45.0% year-over-year.
- Ranks #118 out of 403 companies in the Financials sector.
- Peak income tax was recorded in FY2022.
Company context
Key Data Points
- Altman Z-Score 0.11 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Income TaxValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $160.5M | -45.0% |
| FY2024 | $291.7M | +2.7% |
| FY2023 | $283.9M | -76.1% |
| FY2022 | $1.2B | +377.3% |
| FY2021 | $249.2M | +8.0% |
| FY2020 | $230.7M | +419.1% |
| FY2019 | -$72.3M | -131.4% |
| FY2018 | $229.9M | +29.4% |
| FY2017 | $177.6M | -44.2% |
| FY2016 | $318.5M | +79.3% |
As of FY2025 · SEC Form 10-K · Last checked Jun 30, 2026